Sutton Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sutton Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$15.5K	Hold	100	–	–	0.01%	396
2023 Q2	$16.2K	Hold	100	–	–	0.01%	377
2023 Q1	$15.4K	Hold	100	–	–	0.01%	347
2022 Q4	$15.2K	Hold	100	–	–	0.01%	802
2022 Q3	$13.5K	Hold	100	–	–	0.01%	794
2022 Q2	$14.3K	Hold	100	–	–	0.01%	784
2022 Q1	$16.2K	Hold	100	–	–	0.01%	784
2021 Q4	$17.2K	Buy	+100	New	+$16.5K	0.01%	756
2018 Q4	–	Sell	-100	Closed	-$11.1K	–	1191
2018 Q3	$11.1K	Buy	+100	New	+$10.8K	0.01%	766

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sutton Wealth Advisors's VIG Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2023 at 100 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #396.

Sutton Wealth Advisors first reported a position in VIG in Q3 2018 and has held it in 9 quarters since. The position peaked at $17.2K in Q4 2021. 1,825 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Sutton Wealth Advisors held 100 shares of Vanguard Dividend Appreciation ETF worth $15.5K as of Q3 2023.
Sutton Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2023.
Vanguard Dividend Appreciation ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #396 holding.
Sutton Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 9 quarters since.
Sutton Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $17.2K in Q4 2021.
1,825 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.